Wasatch Advisors’s McDonald's MCD Stock Holding History

Wasatch Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-159,663	Closed	-$15.7M	–	376
2015 Q3	$15.7M	Sell	159,663 -282,811	-64%	-$27.5M	0.21%	133
2015 Q2	$42.1M	Sell	442,474 -125,230	-22%	-$12.1M	0.46%	76
2015 Q1	$55.3M	Buy	567,704 +87,517	+18%	+$8.3M	0.57%	53
2014 Q4	$45M	Buy	480,187 +460,587	+2,350%	+$43.1M	0.47%	79
2014 Q3	$1.86M	Buy	+19,600	New	+$1.87M	0.02%	321
2014 Q2	–	Sell	-13,570	Closed	-$1.33M	–	396
2014 Q1	$1.33M	Hold	13,570	–	–	0.01%	355
2013 Q4	$1.32M	Hold	13,570	–	–	0.01%	340
2013 Q3	$1.31M	Hold	13,570	–	–	0.01%	332
2013 Q2	$1.34M	Buy	+13,570	New	+$1.36M	0.01%	334

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wasatch Advisors's MCD Position: Q4 2015 in Review

Wasatch Advisors sold out of McDonald's (MCD) in Q4 2015, closing a stake of 159,663 shares — an estimated $15.7M sold.

Wasatch Advisors first reported a position in MCD in Q2 2013 and held it in 9 quarters. The position peaked at $55.3M in Q1 2015. 1,592 funds tracked by Wall St. Rank hold MCD as of Q4 2015.

Wasatch Advisors reported no remaining McDonald's position as of Q4 2015 after selling out during the quarter.
Wasatch Advisors sold 159,663 McDonald's shares in Q4 2015, an estimated $15.7M.
Wasatch Advisors first reported a position in McDonald's in Q2 2013 and held it in 9 quarters.
Wasatch Advisors's McDonald's position peaked at $55.3M in Q1 2015.
1,592 funds tracked by Wall St. Rank held McDonald's as of Q4 2015.

Based on Wasatch Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.